Norges Bank’s Monetary Policy and Financial Stability Committee decided to keep the policy rate unchanged at 4.5% at its meeting on 18 September. Based on the Committee’s current assessment of the outlook, the policy ra…
Trade tariffs and related uncertainty contributed to strong fluctuations in economic activity during the first half of 2025, with frontloading of activity, especially in Ireland. The unwinding of these factors in the se…
The miss against forecasts underscores how the Iran-linked oil shock is now compounding, rather than merely coinciding with, China's long-running property downturn, adding a fresh external drag to an already unbalanced …
China's economy grew at a faster-than-expected rate in the second quarter, keeping the country on track to meet its full-year target of 5% and easing some pressure on policymakers to step up stimulus to underpin growth.
Even with the Warner Bros. Discovery (WBD) acquisition out of its hair — leaving Paramount Skydance (PSKY) to hold the bag — Netflix, Inc. (NFLX) is struggling this year.
State Street Investment Management is turning positive on healthcare stocks after nearly a year of caution. The firm’s Q3 2026 sector outlook upgraded healthcare from neutral to positive. That marks the sector’s return …
In our view, the second quarter was defined by strong but uneven US equity performance. The S&P 500 delivered a solid rebound in April, posting its best monthly gain since November 2020 and moving to fresh record highs …
The 2026 war with Iran has created an array of geopolitical consequences — some of which have directly impacted investor portfolios. Foremost among these is weakening growth expectations, which have proved to be particu…
Fixed income ETFs now command trillions in assets and trade with equity-like immediacy. These wrappers let investors move in and out of diversified bond exposure in a single click, at a visible price, throughout the day…
Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically to your household?
The once obscure CLO ETF market has officially broken out of its niche shell and entered a new phase of growth. Heading into 2026, total global assets quickly topped $35 billion and have now surged past the $50 billion …
These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.
The U.S. fixed income market experienced a resurgence in investor attention last week, reaching levels not seen since early January, as tracked by VettaFi’s Investor Behavior Intelligence (IBI) platform. The sector has …
Financial markets are once again being driven by the same dominant theme: inflation and what it means for Federal Reserve policy. The latest twist in that story comes once again from crude oil, where dramatic price swin…
Bitcoin’s latest bullish sentiment is being shaped by a powerful macro question: is inflation pressure finally cooling enough to support risk assets again? After a difficult period marked by sticky prices, high interest…
There are a lot of interesting statistics to consider about small-cap stocks today, most of them bullish. Frequently mentioned: Smaller stocks are coming off their best first half of any year since 1991. The ALPS O’Shar…
When it comes to space stocks, Elon Musk’s SpaceX (SPCX) is clearly the big kahuna. After all, the company just completed the largest initial public offering (IPO) in history, rapidly joining the $1 trillion-plus market…
Small-cap stocks remain the cheapest corner of the U.S. market. That’s true even after posting their best first-half performance in more than three decades, according to Morningstar’s Q3 2026 stock market outlook. Key T…
Reliable distribution growth remains one of the most important tailwinds for midstream MLPs. After all, investors often allocate to this space primarily for its attractive yield and consistent income. Learn more below a…
Specifically, Chair Warsh said that “financial markets perform best when they react to incoming data. I think the financial markets work less efficiently when they ask a question. How will the Federal Reserve react to t…
With oil and gas prices spiking, despite a pledge from Donald Trump to protect tankers making their way through the crucial strait of Hormuz shipping chokepoint, central bankers and economists have warned that a prolong…
The U.S. trade deficit in goods and services (BOP basis) widened to $78.3 billion in July from a slightly downwardly revised $59.1 billion in June (previously -$60.2 billion), according to the U.S. Census Bureau. This w…
Sam Azzarello: What's next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries?